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Helen of Troy
HELE

Overview Fund Activity

244 hedge funds and large institutions have $1.49B invested in Helen of Troy in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 68 closing their positions.

Holders
244
Holders Change
-10
Holders Change %
-3.94%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
75
Reduced
86
Closed
68
Calls
$33.9M
Puts
$53.6M
Net Calls
-$19.7M
Net Calls Change
-$1.67M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
BlackRock
2
BlackRock
New York
$217M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$36M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCM
2
Snyder Capital Management
California
$0
3
Capital World Investors
3
Capital World Investors
California
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oarsman Capital
Wisconsin
$6.49K -$398K -6,443 -98%
PTC
202
Private Trust Company
Ohio
$5.26K +$5.26K +85 New
QL
203
Quarry LP
New York
$4.95K -$10.7K -173 -68%
SCM
204
Sterling Capital Management
North Carolina
$4.7K +$4.7K +76 New
VCM
205
Versant Capital Management
Arizona
$4.58K +$3.59K +58 +363%
PA
206
Parallel Advisors
California
$4.02K -$2.29K -37 -36%
GIA
207
GHP Investment Advisors
Colorado
$3.4K -$414K -6,687 -99%
UB
208
UMB Bank
Missouri
$3.15K +$2.17K +35 +219%
ST
209
Smithfield Trust
Pennsylvania
$3K – – –
PWMG
210
Private Wealth Management Group
New Jersey
$2.78K -$804 -13 -22%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$2.78K +$1.24K +20 +80%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$2.78K -$6.18K -100 -69%
SN
213
Sittner & Nelson
Oregon
$2.47K – – –
NMM
214
Naples Money Management
Florida
$2.23K +$742 +12 +50%
JWA
215
JFS Wealth Advisors
Pennsylvania
$2.04K -$619 -10 -23%
GRP
216
Global Retirement Partners
California
$2.04K +$1.73K +28 +560%
CAL
217
Capital Advisors Ltd
Ohio
$2K +$2K +40 New
AAP
218
Arax Advisory Partners
Colorado
$1.86K -$371 -6 -17%
RIL
219
Rothschild Investment LLC
Illinois
$1.86K +$1.55K +25 +500%
PWMG
220
Prestige Wealth Management Group
New Jersey
$1.73K – – –
AF
221
Allworth Financial
California
$1.55K +$928 +15 +150%
GWM
222
Geneos Wealth Management
Colorado
$1.36K +$1.36K +22 New
AssetMark Inc
223
AssetMark Inc
California
$1.3K -$13.1K -212 -91%
EBA
224
Eagle Bay Advisors
New York
$1.05K – – –
AF
225
Advisornet Financial
Minnesota
$1.05K +$1.05K +17 New
7 8
9
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